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Renee W.


Atlanta, GA

Member since:

December 8, 2011


Please provide a personal introduction.

I've been with Minerva for 5 years, having joined after a career as President of a division of The Hartford. Here is an excerpt from my bio... A long-term Minerva client herself, Renée knows first hand the value of professional guidance in setting and achieving personal and business life goals. She works with individuals and small businesses to define and prioritize goals, to align solid financial plans with those goals and to provide guidance and investment management along the way. Renée holds a Master’s Degree from the Goizueta Business School, Emory University. She is a CERTIFIED FINANCIAL PLANNER(TM) and has been featured for her personal experience and insights on, in newspapers across the country and in More magazine. An Atlanta native, Renée is actively involved in the local LGBT, arts and business communities and is the recent recipient of the 2010 AGLCC Business Woman of the Year Award.

Please describe the nature of your business.

Fee-only comprehensive financial planning and investment management, focused on executives, professionals and small business owners.

What are your goals for joining this group?

To meet and interact with other planning professionals that work with business owners around succession planning to better develop my skills and to develop a solid resource network in this area.


Hi Kendall - I'm Renee Weese, CFP(r), Financial Planning Consultant with Minerva Planning Group, located in Midtown Atlanta. I am a fee-only planner providing comprehensive planning services to individuals and small businesses.

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